Dynamics 365 CE / Power Platform Functional Consultant

McLane Global•Houston, TX

About The Position

We are seeking a Dynamics 365 CE / Power Platform Functional Consultant to lead, enhance, and support our D365 CRM environment , including Sales Hub , Customer Service , and multiple model‑driven apps integrated with D365 F&O. The ideal candidate is hands‑on with CE configuration, Power Platform automation, security, data modeling, integrations, and user enablement. They will partner directly with Sales, Customer Service, Operations, and IT leadership to drive adoption and process optimization across CRM. Customize and manage Sales Hub (Leads, Opportunities, pipeline stages, forecasting, activities). Configure Customer Service (Cases, Queues, SLAs, Entitlements, Knowledge, Routing). Build/modify forms, views, business rules, BPFs , and data validation logic. Develop dashboards and model‑driven insights to support Sales and CS leadership. Improve CE usability and adoption through structured process design and training. Manage security roles , teams, field‑level security, and access troubleshooting. Build and enhance model‑driven apps , Power Automate flows , and automation across CRM and D365 F&O. Create and optimize workflows, approvals, notifications, and integrations. Leverage Dataverse, solution layering, and ALM best practices for Dev/Test/Prod. Support Power Apps, Power Automate, and Power BI reporting embedded in CRM. Maintain structured solution management (managed/unmanaged). Support and troubleshoot dual‑write issues between CE and D365 F&O. Build/maintain integrations using connectors, REST APIs, OData, or Azure Logic Apps. Assist with data quality improvements, data migration, templates, and mappings. Gather requirements and translate them into functional specs. Work with IT, Sales, Customer Service, International teams, and external partners. Provide documentation, SOPs, training, and support materials. Ensure compliance with security, audit requirements, and change control processes.

Requirements

3–7 years working with Dynamics 365 CE / CRM
Strong functional knowledge of Sales Hub & Customer Service Hub
Hands‑on experience with Power Platform (model‑driven apps, Power Automate)
Strong Dataverse skills: data types, relationships, business rules, solution architecture
Experience with CRM integrations (D365 F&O preferred)
Understanding of business processes: lead → opp pipeline, case lifecycle, approvals
Ability to troubleshoot CE issues including workflows, permissions, and dual‑write
Excellent communication, documentation, and training skills

Nice To Haves

PL‑200: Power Platform Functional Consultant
MB‑910: Dynamics 365 Fundamentals (CRM)
PL‑400 or other Power Platform certs are a plus

Responsibilities

Customize and manage Sales Hub (Leads, Opportunities, pipeline stages, forecasting, activities)
Configure Customer Service (Cases, Queues, SLAs, Entitlements, Knowledge, Routing)
Build/modify forms, views, business rules, BPFs , and data validation logic
Develop dashboards and model‑driven insights to support Sales and CS leadership
Improve CE usability and adoption through structured process design and training
Manage security roles , teams, field‑level security, and access troubleshooting
Build and enhance model‑driven apps , Power Automate flows , and automation across CRM and D365 F&O
Create and optimize workflows, approvals, notifications, and integrations
Leverage Dataverse, solution layering, and ALM best practices for Dev/Test/Prod
Support Power Apps, Power Automate, and Power BI reporting embedded in CRM
Maintain structured solution management (managed/unmanaged)
Support and troubleshoot dual‑write issues between CE and D365 F&O
Build/maintain integrations using connectors, REST APIs, OData, or Azure Logic Apps
Assist with data quality improvements, data migration, templates, and mappings
Gather requirements and translate them into functional specs
Work with IT, Sales, Customer Service, International teams, and external partners
Provide documentation, SOPs, training, and support materials
Ensure compliance with security, audit requirements, and change control processes

Benefits

Competitive base compensation
Full Benefits including Medical, Dental and Vision effective on the first day of employment
401(k) with Employer Match (quarterly enrollment)
Paid Holidays (no waiting period to receive holiday pay)
Paid vacation, personal, and sick days effective on first day of employment

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